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Nov 29, 2023 5:19 PM UTC
Question

How does one request a partial payment (require a deposit) as part of a larger final total to be fully paid when a project is complete?

In earlier experimental versions a "request deposit" feature was included then removed and has not returned. We were able to eventually work around this by creating a temporary line item with a negative $ amount that would adjust the total amount due shown. The line item could then be deleted after the initial payment was made this adjusting the invoice to the final amount due.  
The +/- feature has now been removed on the latest update and we have no solution to present a deposit or partial payment request. One or the other needs to return.

4 replies

Misty27
Dec 21, 2023 2:19 PM UTC

If you use estimates you can create a progress invoice for a specific percentage or amount that will then show what needs to be paid and what will remain to be paid. When you are ready to bill for the final amount it will give you the option to invoice what's left.

Dec 22, 2023 4:01 AM UTC

This does not appear to

be possible via QuickBooksOnline through the mobile app. Our sales

personnel need to be able to

accomplish in the field from a mobile. If so can you explain?